What Abakkus does

Abakkus Asset Manager Private Limited is a Mumbai-headquartered, SEBI-registered multi-product investment management firm founded in 2018 by Sunil Singhania, a former CIO Equities at Reliance Nippon Asset Management. The company operates across five regulatory structures: Portfolio Management Services (PMS), Category I/II/III Alternative Investment Funds (AIFs), a Private Equity (PE) trust, Registered Investment Advisor (RIA) services, and, since December 2025, an open-ended mutual fund business under the "Abakkus Mutual Fund" brand. Its core investment methodology is the proprietary MEETS framework, which screens equities along five dimensions — Management quality, Earnings quality, Events and Trends, Timing, and Structural positioning — and is applied consistently across 11 active investment products spanning flexi-cap, small-cap, emerging opportunities, diversified alpha, and thematic "Build India" strategies.

The firm earns recurring asset-based management fees across its product stack. Disclosed pricing includes a 2.5% of AUM + 18% GST fee for the RIA Smart Flexi Cap Strategy (minimum ₹5 lakh ticket) and SEBI-mandated expense ratios on mutual fund schemes with a ₹500 minimum. As of March 31, 2026, Abakkus reported total AUM of ₹35,901 crore across approximately 14,000 active investors, with the mutual fund vertical alone crossing ₹5,482 crore across 1 lakh+ unique investors within five months of launch. Distribution is executed through 14 branch offices across India, a self-serve investor portal, intermediary channels for NFOs, and an early-mover ONDC network integration that enables digital mutual fund discovery.

Customer segments are stratified by ticket size: High Net Worth Individuals (HNIs) and institutional investors access PMS, AIF, and PE vehicles with a ₹5 lakh minimum and longer 3–5 year lock-ups, while retail investors access mutual fund products. Recent activity signals aggressive scale-building: the firm anchored IPOs and growth rounds in DLGD, CMR Green Technologies, Q-Line Biotech, Mangal Electrical Industries, Enmas EPC, and SPC, while expanding its senior bench with hires such as Pratish Krishnan as Senior Fund Manager – Equity.

Name

Abakkus

Legal name

Abakkus Asset Manager Private Limited

Website

https://abakkusinvest.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

51–100 employees

Short description

Abakkus Asset Manager is a Mumbai-based, SEBI-registered multi-product investment management firm founded in 2018 by Sunil Singhania, offering PMS, AIF, PE, RIA, and mutual fund products built on its proprietary MEETS framework, managing ₹35,901 crore AUM across 14,000+ investors.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Small-Cap Equity (Active) (FSAAAIAC)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Asset management services
• Portfolio management services
• Alternative investment funds
• Mutual fund management
• Private equity funds

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices14 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Portfolio Management Services (PMS) Fees: Professional portfolio management services for high net worth individuals and institutions with minimum investment of Rs 5 lakh
2. Registered Investment Advisor (RIA) Fees: Investment advisory services with fee structure of 2.5% of AUM per annum + 18% GST with minimum investment of Rs 5,00,000
3. Alternative Investment Fund (AIF) Management: Category III AIF and Category II AIF products including Growth Fund, Emerging Opportunities Fund, and Diversified Alpha Fund with typical 3-5 years holding period
4. Private Equity (PE) Management: Four2Eight Opportunities Fund investing in mid-late stage companies with IPO visibility, managing portfolio companies including Caliber Mining, Botanic Healthcare, Candy Toy Corporate, Alltime Plastics, Match Graphics, Stelmec Limited
5. Mutual Fund Management: Abakkus Mutual Fund manages equity schemes including Flexi Cap Fund and Small Cap Fund, having crossed Rs 5,482 crore AUM as of May 2026

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Abakkus Asset Manager Private Limited is an India-based asset management firm offering investment products across multiple regulatory structures: Portfolio Management Services (PMS) with three strategies for HNIs (minimum Rs 5 lakh), five Category III Alternative Investment Fund (AIF) schemes, a Category II Private Equity (PE) fund (Four2Eight Opportunities Fund), two Registered Investment Advisor (RIA) strategies, and mutual fund schemes (Flexi Cap Fund and Small Cap Fund) for retail investors. The firm manages approximately ₹35,901 crore AUM across ~14,000 active investors using its proprietary MEETS Framework for fundamental bottom-up stock selection.

Product overview

Abakkus Asset Manager is a diversified investment management company offering multiple product lines across different regulatory structures. The platform operates through four main categories: Portfolio Management Services (PMS) with three strategies (All Cap Approach, Emerging Opportunities Approach, Diversified Alpha Approach) focused on fundamental bottom-up stock selection using the proprietary MEETS Framework; Alternative Investment Funds (AIF) including five schemes (Growth Fund-1 & 2, Emerging Opportunities Fund-1, Diversified Alpha Fund-1 & 2) offering benchmark-agnostic diversified portfolios; Private Equity (PE) through the Four2Eight Opportunities Fund targeting mid-late stage companies with IPO visibility; and Registered Investment Advisor (RIA) services with Smart Flexi Cap and Smart Build India strategies. Additionally, Abakkus launched its Mutual Fund business in December 2025 with Flexi Cap Fund (₹2,468 crore NFO — largest equity NFO in 2025) followed by Small Cap Fund in March 2026. The company manages ₹35,901 Crores AUM across approximately 14,000 active investors with 11 investment products spanning PMS, AIF, PE, and RIA categories.

Differentiator

Problem solved

Functional benefit

Brands

• India Ahead Private Equity Trust: Category II AIF vehicle managing the Four2Eight Opportunities Fund focused on India's growth trajectory toward $8 trillion economy
• Abakkus Four2Eight Opportunities Fund

Products and services

• Abakkus All Cap Approach PMS Benchmark-agnostic diversified all-cap portfolio following fundamental bottom-up stock selection with large cap allocation based on top-down sector view. Focuses on stable companies with sustainable business and high ROEs for alpha generation. Typically 3-5 years holding period adhering to MEETS Framework. Targeted at HNIs with minimum Rs 5 lakh investment.
• Abakkus Emerging Opportunities Approach PMS Benchmark-agnostic diversified portfolio with bias towards mid and small cap. Uses 15:15:15 discipline to invest in companies qualifying in at least 2 criteria out of 3. Pursues 2nd or 3rd player within sector at significant discount to leader. Targeted at HNIs seeking emerging opportunities.
• Abakkus Diversified Alpha Approach PMS Adopts stringent stock selection using unique 40:30:20:10 approach to portfolio construction capturing opportunities across market capitalization. Focuses on sectors demonstrating consistent growth and long-term return potential. Generates alpha via mid, small and micro cap exposure with lower volatility through large cap and larger mid cap exposure.
• Abakkus Growth Fund – 1 AIF Benchmark-agnostic diversified portfolio of 30-40 companies following fundamental bottom-up approach. Large cap allocation based on top-down sector view with focus on stability. Single stock exposure max 10%, sector exposure max 30%. First scheme of Category III AIF. Targeted at HNI and institutional investors.
• Abakkus Emerging Opportunities Fund – 1 AIF Benchmark-agnostic diversified portfolio of 30-40 companies with bias towards mid and small cap. Uses 15:15:15 discipline, single stock exposure max 10%, sector exposure max 30%. Second scheme of Category III AIF. Targeted at HNI investors.
• Abakkus Growth Fund – 2 AIF Benchmark-agnostic flexi-cap diversified portfolio of approximately 30 companies. Uses contra and differentiated approach in large caps, bottom-up stock picks via in-house research in broader markets. Single stock exposure max 10%, sector exposure max 30%. Third scheme of Category III AIF.
• Abakkus Diversified Alpha Fund AIF Benchmark-agnostic diversified portfolio of approximately 40 companies using unique 40:30:20:10 approach. Value-conscious style with disciplined approach across market caps and sectors. Contra and differentiated approach in large caps, bottom-up stock picks via in-house research. Fourth scheme of Category III AIF.
• Abakkus Diversified Alpha Fund – 2 AIF Stringent stock selection using unique 40:30:20:10 approach to capture opportunities across market capitalization. Tracks key sectors with consistent growth and long-term return potential. Focus on core equity holdings diversified across sectors. Fifth scheme of Category III AIF.
• Abakkus Four2Eight Opportunities Fund PE Private equity fund investing in mid-late stage companies with established business models, profit-making, good management, and IPO visibility in 2-3 years. Invests predominantly in equity and equity-linked instruments of unlisted portfolio companies via pre-IPO offerings, IPO participation, special situations, secondary deals, portfolio buyouts. Fund of India Ahead Private Equity Trust, Category II AIF. Benchmark: Crisil & NSE India.
• Abakkus Smart Flexi Cap Strategy RIA Benchmark-agnostic diversified strategy following fundamental based ideas via bottom-up approach. Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity. Select exposure in smaller companies. Minimum investment Rs 5,00,000. Fee: 2.5% of AUM per annum + 18% GST. SEBI Registration: INA000015729.
• Abakkus Smart Build India Strategy RIA Benchmark-agnostic thematic differentiated strategy. Investment universe predominantly companies benefiting from economic development via infrastructure investments, capacity expansions, domestic manufacturing thrust, and economic reforms. Approximately 25 companies across multiple sectors, single stock exposure limited to less than 10%. SEBI Registration: INA000015729.
• Abakkus Flexi Cap Fund Open-ended equity mutual fund investing at least 65% of assets in equities across large, mid, and small-cap stocks. Benchmark: BSE 500 TRI. Targeted at retail investors with low minimum investment requirement. Abakkus Mutual Fund's first scheme.
• Abakkus Small Cap Fund Open-ended equity mutual fund investing 65%-100% in small cap stocks (companies ranked 251st and beyond by market capitalization) per SEBI regulations, with up to 35% in debt and money market instruments. Benchmark: NIFTY SmallCap 250 Total Return Index. Focus on electronics manufacturing services, defence and aerospace, material sciences, and outsourced semiconductor assembly and testing sectors. Minimum investment Rs 500.

Quantifiable outcome

• Rs 2,468 crore raised in maiden NFO within 2 weeks
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Scale indicators11 records

Recent moves1 record

Direct peers

• WhiteOak Capital Asset Management: New-age Indian boutique AMC founded by former Invesco executives, focused on active equity across market caps with a star fund manager (Aashish Somaiyaa). Closely comparable to Abakkus in founder-led profile, product structure (PMS/AIF/MF), and active equity emphasis.
• PPFAS (Parag Parikh Financial Advisory Services): Boutique Indian AMC led by Parag Parikh with a value-oriented, active equity approach spanning flexi-cap and focused funds. Closely comparable to Abakkus given the strong brand identity tied to the founder, active equity concentration, and PMS-to-MF evolution.
• Motilal Oswal Asset Management: Indian AMC known for active equity products including focused mid/small-cap funds. Comparable to Abakkus on active equity emphasis and mid/small-cap concentration, with larger but similarly product-diversified platform.
• Sundaram Asset Management: Mid-sized Indian AMC with a range of active equity funds including mid/small-cap offerings. Comparable to Abakkus in active equity DNA and similar AUM tier (sub-$5B), serving as a useful product-line and scale benchmark.
• DSP Asset Management: Indian AMC with strong active equity heritage (DSP BlackRock legacy) and multiple category-leading funds. Comparable to Abakkus on active equity emphasis and broad product mix across market caps.

Broad incumbents

• Kotak Mahindra Asset Management: Large Indian AMC offering diversified equity, debt, and hybrid funds with deep national distribution. Comparable to Abakkus as an Indian AMC peer, though much larger and more diversified across asset classes.
• Axis Asset Management: Large Indian AMC with active equity plus debt offerings and established retail brand. Comparable as an Indian AMC incumbent that competes for the same retail and HNI investor flow that Abakkus targets.
• HDFC Asset Management: India's largest AMC by equity AUM, with diversified active and passive products. Comparable as the dominant incumbent in Indian AMCs against which all newer entrants including Abakkus compete for distribution and investor mind-share.
• Nippon Life India Asset Management: Large Indian AMC (formerly Reliance Capital) where founder Sunil Singhania served as CIO Equities overseeing ~$11B of equity assets before founding Abakkus. Comparable as a key industry incumbent and benchmark for Sunil's prior franchise.
• ICICI Prudential Asset Management: One of India's largest AMCs with deep distribution and diversified product platform; notably co-invested with Abakkus on the Dholakia Lab Grown Diamond deal. Comparable as a major incumbent and co-investor in India's PE/IPO landscape.

Market position

Strengths5 records

Weaknesses5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/abakkusinvest
• Facebookfacebook.com/abakkusinvest
• LinkedInlinkedin.com/company/abakkus-asset-managers-llp

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Abakkus